AllianzIM U.S. Equity Buffer20 Jul ETF (JULW)

ETF ยท Cboe BZX

AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) is an exchange-traded fund listed on Cboe BZX, where it has traded since June 30, 2020.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
June 30, 2020

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 69 institutions reported holding JULW, with 5.0 million shares worth $203.9 million in aggregate. The largest reported holder was Commonwealth Equity Services, with 1.2 million shares worth $49.8 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Commonwealth Equity Services1,220,617$50MReduced 4.03%
Raymond James Financial414,189$17MAdded 321.56%
Gts Financial355,833$13MAdded 495.5%
Lpl Financial287,703$12MAdded 13.59%
Osaic Holdings266,353$11MAdded 3.23%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is JULW?

AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) is an exchange-traded fund listed on Cboe BZX, where it has traded since June 30, 2020.

Who are the largest institutional holders of JULW?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of JULW were Commonwealth Equity Services, Raymond James Financial and Gts Financial.

How many institutions own JULW?

69 institutions reported a position in JULW for the quarter ended June 30, 2026, worth $203.9 million in total.

Did institutions buy or sell JULW last quarter?

Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for JULW.

Every reported institutional holder, plus insider and congressional trades in JULW, on SentiSense.